Katrina Wolfe Email
Head of Operations @ Advisory Research Investment Management
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Katrina Wolfe Location
- Chicago, IL, US
Katrina Wolfe Work
- Head of Operations @ (January 2021 - Present)
- Manager of Operations @ (April 2017 - January 2021)
- Operations Associate @ (January 2013 - April 2017)
- Associate - Marketing, Client Service, and Compliance @ (January 2011 - January 2013)
- Intern @ (January 2006 - January 2011)
Katrina Wolfe Skills
- Adaptability
- Addepar
- Advent Portfolio Exchange (APX)
- Attention to Detail
- Bank Reconciliation
- Business Acumen
- Change Management
- Charles River OMS
- Communication
- Company-Wide Investment Deployment
- Compliance Risk Assessment
- Customer Service
- Fiserv Checkfree (APL)
- GIPS Compliance
- GIPS Composites
- INDATA iPM
- Investment Guideline Review
- Investment Risk Management
- Leadership
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Multitasking
- Onboard Investment Teams
- Operational Oversight
- Operations Management
- Organization Skills
- Process Enhancement
- Project Management
- Relationship Management
- Risk Management
- Sarbanes-Oxley Act
- Satuit CRM
- Software Implementation
- System Implementations
- System Integration
- Tax Harvests
- Time Management
- Vendor Management
Katrina Wolfe Summary
- Katrina Wolfe, based in Chicago, IL, US, is currently a Head of Operations at Advisory Research Investment Management. Katrina Wolfe brings experience from previous roles at Advisory Research Investment Management. With a robust skill set that includes Adaptability, Addepar, Advent Portfolio Exchange (APX), Attention to Detail, Bank Reconciliation and more. Katrina Wolfe has 1 emails on RocketReach.
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Top Advisory Research Investment Management Employees
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Garrett Kanehann Jr.
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Katrina Wolfe
Head of Operations
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Matthew Swaim
Chairman
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